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Description
Eliminate your financial burdens, break free from the cycle of living paycheck to paycheck, and achieve financial independence with the help of your personal financial assistant. Say goodbye to cumbersome spreadsheets! With Finmatex, you can effortlessly manage your cash flow, bank, and investment accounts all in a single, convenient platform. Your financial data is always accessible! You’ll gain the ability to monitor every dollar spent by automatically categorizing transactions from your linked accounts or by manually entering your own cash purchases. Looking for additional features? You’re in luck! You can easily split transactions, rename or adjust their categories, make notes, and even attach photos for better tracking. Establishing and adhering to a budget is crucial for attaining financial freedom, but you don’t have to navigate this complex process alone! Finmatex will analyze your income and expenses from the last year and generate a tailored budget that suits your needs. With this tool, taking control of your finances has never been easier or more efficient.
Description
SyncBudgeting is a financial management platform designed for seamless budgeting and expense tracking, featuring "zero-click budgeting" by securely connecting to your bank accounts through Plaid and synchronizing transactions every twelve hours. It automatically identifies and categorizes transactions, including subscriptions and recurring payments, while enabling users to create personalized budgets both overall and by category. The platform provides visual representations of spending, such as daily averages, heatmaps, and estimated monthly totals, which assist users in recognizing spending patterns and modifying their financial habits. For those who prefer not to link their bank accounts, there is an option to manually input expenses, and users can customize the interface with different themes and chart colors. A free tier is offered, though some features become limited after a week, and upgrading to the Pro version unlocks unlimited account connections along with additional advanced analytical tools. This flexibility makes SyncBudgeting suitable for a wide range of users, catering to both the tech-savvy and those who prefer a more traditional approach to financial management.
API Access
Has API
API Access
Has API
Integrations
KeePassium
Plaid
Pricing Details
$7.99 per month
Free Trial
Free Version
Pricing Details
$7 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Softarex Technologies
Founded
2000
Country
United States
Website
finmatex.com
Vendor Details
Company Name
Sync
Country
United States
Website
www.syncbudgeting.com
Product Features
Product Features
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control